How to See Contact History in HubSpot

Why Contact History Matters

Before any interaction, you need to know:

• What's been discussed - avoid redundant conversations
• Who's been involved - understand relationships
• Engagement level - gauge interest
• Recent activity - find conversation hooks

The Traditional HubSpot Way

To view contact history:

1. Navigate to Contacts
2. Search for the contact
3. Open the record
4. Scroll through the Timeline
5. Filter by activity type (emails, calls, meetings)
6. Click to expand each activity
7. Review details

For contacts with lots of history, this means endless scrolling.

The Shabe Way

Just ask:

"Show me history for john@acme.com"

Shabe returns a chronological summary with key interactions.

Query Examples

"What's the history with Sarah Chen?"
"Show recent interactions with Acme Inc contacts"
"List all calls with john@techcorp.com"
"What emails have we sent to this contact?"
"Show deal history for BigCo"

Filtered History

Get specific activities:

"Show last 3 calls with John"
"List emails sent to Acme contacts this month"
"Show meetings scheduled with TechCorp team"
"What activities happened last week?"

Pre-Call Prep

Quick context before meetings:

"Summarize history with john@acme.com"
→ Returns:
  - Last interaction: Call 3 days ago about pricing
  - 5 emails sent, 3 opened
  - Demo scheduled for tomorrow
  - Associated deal: $75k, Negotiation stage

Team Coordination

See what colleagues did:

"Show history for Acme Inc across all reps"
"What has Sarah's team done with this contact?"
"List all touchpoints with BigCo this quarter"

Engagement Patterns

Analyze behavior:

"Show email open patterns for this contact"
"How engaged is john@acme.com?"
"List contacts with similar interaction history"

Get Started

Connect your HubSpot to Shabe and try "Show me history for [contact]" to get instant context before your next call.